How Much Does It Cost?
Why “How Much Is a Will or Financial Plan?” Isn’t the Right First Question
If you’re like many of our clients at Quraishi Law & Wealth, you might feel a bit unsure about where to start. Whether it’s your first time working with a law or wealth advisory firm—or you’ve tried one of those online will kits or generic financial plans—it’s common to ask:
“How much does a will, trust, or financial plan cost?”
It’s an understandable question—but it’s not the right question.
The Doctor Analogy: Why Diagnosis Comes Before Pricing
Let’s put it in medical terms:
Imagine calling your doctor and asking,
“How much will it cost to fix my stomach pain?”
The doctor wouldn’t give you a price until they understood what was actually going on. Is it indigestion—or something more serious?
Financial and legal planning works the same way. Until we fully understand your goals, assets, family dynamics, and retirement vision, we can’t responsibly recommend a solution—let alone quote a price.
Why Cheap Wills and Discount Financial Plans Backfire
We’ve reviewed thousands of “budget” documents—wills, trusts, retirement plans—that people downloaded online or got from firms selling cookie-cutter solutions.
Most of them have one thing in common: they don’t work when it matters most.
- They miss key tax-saving opportunities
- They don’t address blended families, special needs, or business ownership
- They’re often outdated—or worse, not legally enforceable
- They result in court delays, tax penalties, and family confusion
Unfortunately, people often don’t find out until it’s too late.
So, What Is the Right Question?
A better question to ask is:
“What kind of planning do I need to make life easier and more secure for myself now, and for my loved ones later?”
That’s the conversation we want to have with you.
Our Process: Integrated, Personalized, and Proven
We don’t believe in one-size-fits-all planning. That’s why we created the SMART360 Planning Process™, a fully integrated approach that combines legal, financial, and tax strategies into one cohesive plan.
Whether you’re focused on protecting your loved ones, maximizing retirement income, minimizing taxes, or building a lasting legacy, we guide you every step of the way.
The SMART360 Planning Process™
Here’s how our signature process works:
1. Introductory Call. We start with a no-pressure phone call to understand your situation, goals, and whether we’re the right fit.
2. Discovery Meeting. We dive into the five key areas of wealth—income, investments, healthcare, taxes, and estate planning—to uncover opportunities and identify risks.
3. Customized Strategy & Transparent Pricing. If we’re a good fit to work together, we start building your SMART360: Your Best Life Plan™, tailored to your life and values. You get clear pricing with no hidden fees or surprises.
4. Implementation & Support. We help you take action—whether that means funding a trust, reallocating investments, converting IRAs, or protecting your business.
5. Ongoing Review & Maintenance. Your plan evolves as your life does. We review it regularly to keep everything aligned and optimized.
“Sounds Expensive…” Compared to What?
We’re not the cheapest firm in town—and we’re not trying to be.
We don’t just deliver documents.
We deliver clarity, confidence, and peace of mind.
You’ll get:
✅ Integrated legal, financial, and tax planning
✅ A team that listens, educates, and guides
✅ Flat-rate pricing and ongoing support
✅ A plan that grows with you
Compare that to the real cost of getting it wrong:
❌ Probate and legal battles
❌ Overpaying in taxes
❌ Missed retirement income
❌ Stress and confusion for your family
Our Fees
Our pricing is flat-rate and designed around the complexity of your goals—not your net worth.
Depending on your needs, our plans typically range from $1,000 to over $10,000. Some clients start with foundational planning. Others choose a more robust approach to protect significant assets or prepare for retirement.
The important part? You’ll always know what you’re getting—and what it costs—before we begin.
The Risk of Shopping on Price Alone
Hiring a planner based on price alone is risky.
You may get:
- An order-taker who expects you to know what you need
- A dictator who pushes products or templates
- A salesperson who disappears after the sale
That’s not how we operate at Quraishi Law & Wealth.
We’re your long-term partners—focused on helping you reduce taxes, build wealth, and secure a lasting legacy.
Final Thoughts: Plan With Purpose
You’ve worked hard to build your life. Don’t gamble that on a template or a transaction.
Ask yourself:
“How can I live with more financial clarity now—and leave things better for the people I love later?”
We’re here to help you answer that.
Take the first step today.
👉 Book your free introductory call
Let’s design a plan as unique as you are.
